Erik Hirsch is Co-Chief Executive Officer of Hamilton Lane, where he is responsible for the firm’s strategic direction and operations. The firm currently has over $900 billion in assets under management and supervision and is committed to driving meaningful change in private markets for the institutions and other clients that it serves.
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300. Chelsea Smith of Bernstein Private Wealth Management: Why Good Things Come in Threes
Chelsea Smith is Senior National Director, Family Office Services at Bernstein Private Wealth Management, based in Chicago. She started her career as an equity trader, and in recent years has been heavily involved in diversity initiatives designed to attract a more diverse pipeline into the finance industry.
255. Stephanie Drescher of Apollo: From legacy to laying the groundwork of a private wealth business
Stephanie Drescher is Chief Client and Product Development Officer at Apollo. She started her career in the Alternative Investment Group at JP Morgan and is a Board Member at ADT.
148. Matteo Dante Peruccio of Wave Financial – Digital Assets Take The Stage
Matteo Dante Puccio, is President International and a Partner at Wave Financial Group. He’s had an extensive career across the wealth management, VC tech investing and family office space. He’s currently focused on digital assets at Wave Financial Group.
David Hutchings – Private Equity Expert – Bearing Witness to the Creation of an Industry
David Hutchings recently retired from Albourne Americas where he was most recently Partner Emeritus having spent over 14 years at the firm where he founded the private equity research practice when he joined. He previously held a range of senior private equity roles in a career that spanned over 50 years.
314. Jen Choi of ILPA: Why Sunlight is the Best Disinfectant – Particularly When it Comes to LP Transparency
Jen Choi is CEO of ILPA – the Institutional Limited Partners Association, where she has spent over a decade. She previously spent over 7 years at the Emerging Markets Private Equity Association.
161. James Brooke Turner of the Nuffield Foundation – A Charitable Outlook – from the Ancient Greeks to A Plinth on Trafalgar Square
James Brooke Turner is Director of Yoke and Co and Investment Director of the Nuffield Foundation. He was voted one of the inaugural four Inspiring Leaders in the Voluntary Sector and writes about financial governance for charities. Our conversation starts with his study of art history, how he found that discipline and the perspective and insight it gave him for his ultimate career in finance.
330. Karl Scheer – CIO at the University of Cincinnati – Reflections on change and consistency
Karl Scheer is Chief Investment Officer at the University of Cincinnati, a role he has held for over 13 years. He previously worked in a series of consulting and other financial roles. Karl gave a wonderful overview of his career in this Capital Allocators Podcast with Ted Seides, so we wanted to take up where that left off, and hear about his evolution in the CIO role since that interview.
311. Dan Gore of Orthogonal Partners: Approaching Investing from all of the Right Angles
Daniel Gore is a Founding Partner of Orthogonal Partners, a boutique asset manager investing in “next generation” alternative investment strategies. He has had an extensive career in investing, including time spent in angel investing, in a family office and in film finance. He is currently pursuing opportunities in small and mid market UK firms.
309. Peter Wilson of HarbourVest Partners – The Growth that Lies at the Edge of the Comfort Zone
Peter Wilson is Managing Director at HarbourVest Partners, a private markets specialist firm with over $140 billion in assets across 14 offices. Peter has worked at HarbourVest for most of his career, in a series of roles, most recently as one of two members of the firm’s Executive Management Committee which ran the firm from 2012 to 2024.